The digicoin market has collapsed. Used high end cards are all over classifieds.
VR still has no killer apps that would create demand for high end cards.
Most people still game on 1080p@60 fps which a budget GTX1060 satisfies now.
Making a game look a magnitude better requires much larger textures. This means DRAM is a major bottleneck going forward.
Nvidia's only solid market ATM is AI and their biggest customers are all developing their own proprietary solutions.
I expect a bump in earnings for sales of GPUs to partners this quarter but weak sales of those partner's cards so a slump in earnings from Nvidia in subsequent quarters.
I'm not confident in Nvidia for 2020+ but calls for the next quarter or two are likely good.
Submitted August 13, 2018 at 12:31PM by sasksean https://ift.tt/2w4fc5e
